A Head‑To‑Head Look At Two 8% Yielders: Western Midstream Vs. Hess Midstream

Ragmar Rikberg608 FollowersFollow5ShareSavePlay(12min)CommentsSummaryHess Midstream LP and Western Midstream Partners, LP are key players in the energy infrastructure sector, each offering high yields and sustainable payouts.WES's Q4 results missed EPS and revenue expectations, with only a modest 2% distribution increase and cautious 2026 growth outlook, pressuring the stock.HESM delivered a Q4 EPS beat, flat volumes, and guided for 5% annual distribution growth through 2028, with 95% of revenues protected by MVCs.Both companies remain central to the Alerian MLP ETF, collectively representing about 20% of its portfolio and driving its performance. NiseriN/iStock via Getty Images Intro After completing my analysis of the brand new NEOS MLP & Energy Infrastructure High Income ETF (MLPI), I decided to examine some additional names in the energy infrastructure sector. My main purpose isThis article was written byRagmar Rikberg608 FollowersFollowI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — not just casually handed-out buy or sell decisions. While I acknowledge that sentiment and technicals matter — and that today’s algorithm-driven investment environment often prioritizes them over fundamentals — I’m still guided by a fundamentals-first approach.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.